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Pon & Associates

Pon & Associates

Place Icon Redwood City,CA

Helping you achieve your financial goals with smart tax and financial planning.

  • Accounting
  • 2-10 employees employees
  • 4.7k
Website Icon Website

About Company

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.

We provide a variety of services including:

  • Income Tax Preparation for all types of businesses, individuals, trusts, and estates.
  • IRS and State Audit Representation
  • Financial Planning
  • Estate Planning and Preparation
  • Business startup services including Business Planning
  • Tax Planning and Consulting
  • Charitable Planning

Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

There are no Webinars available in Section.

Pass Through Entity Tax
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Pass Through Entity Tax (PTET) Work Around the SALT Cap and California Business Tax Credits
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Employer Retirement Plans
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Employer Retirement Plans
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IRS's draft K-2 and K-3 instructions detail domestic filing exception
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IRS's draft K-2 and K-3 instructions detail domestic filing exception
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1031 Exchange Update
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1031 Exchange Update
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Tax Planning for Early Retirement: The Great Resignation
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Tax Planning for Early Retirement: The Great Resignation
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Tax Planning After the Death of a Spouse
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Tax Planning After the Death of a Spouse
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Guide to Health Savings Accounts (HSAs)
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Comprehensive Guide to Health Savings Accounts (HSAs)
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